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MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 32.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$706K
3
+$74.4K
4
UA icon
Under Armour Class C
UA
+$37.1K
5
GE icon
GE Aerospace
GE
+$33K

Top Sells

1
+$885K
2
+$525K
3
+$203K
4
MSFT icon
Microsoft
MSFT
+$56.7K
5
UAA icon
Under Armour
UAA
+$48.5K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
+40
402
$1K ﹤0.01%
+39
403
$1K ﹤0.01%
+55
404
$1K ﹤0.01%
18
405
$1K ﹤0.01%
15
406
$1K ﹤0.01%
56
+13
407
$1K ﹤0.01%
34
408
$1K ﹤0.01%
29
409
$1K ﹤0.01%
41
410
$1K ﹤0.01%
18
411
$1K ﹤0.01%
22
412
$1K ﹤0.01%
34
413
$1K ﹤0.01%
+90
414
$1K ﹤0.01%
27
415
$1K ﹤0.01%
17
-6
416
$1K ﹤0.01%
15
417
$1K ﹤0.01%
+28
418
$1K ﹤0.01%
33
419
$1K ﹤0.01%
49
+2
420
$1K ﹤0.01%
63
421
$1K ﹤0.01%
23
422
$1K ﹤0.01%
19
+3
423
$1K ﹤0.01%
+34
424
$1K ﹤0.01%
25
425
$1K ﹤0.01%
300
15 16
17
18 19